Mutual Funds

The California Investment Trust Fund Group is a no-load mutual fund company. We combine passive equity with active fixed income investment strategies in order to provide core investment portfolios. Our twelve mutual funds cover each primary asset class. Whether you want to target a specific asset class or build a diversified portfolio, you can count on our funds to provide asset class purity, sound investment fundamentals and extremely low expense ratios. What separates California Investment Trust Fund Group from the competition? We think it’s our “single point of contact” service model. The California Investment Trust Fund Group features a diversified pool of low-cost, no-load mutual funds. Historically, Index Funds have been shown to out-perform the majority of actively managed funds over long periods of time. We believe that there are significant opportunities as well for active, value oriented investors. Opportunities can also be found in the much discussed California municipal bond market.

Steve Rogers is California Investment Trust’s Chief Executive Officer and portfolio manager of the six equity funds. He is a believer in indexing strategies and also brings his expertise to an actively managed portfolio, the Equity Income Fund, where he utilized fundamental principles to select a portfolio of blue chip stocks that he feels will outperform the market.

Chris Browne, CFA, is the portfolio manager of California Investment Trust’s six fixed income funds. He is an expert in the California municipal bond market and sees significant opportunities in fixed income investing.